Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Kelli Leech

Madera,CA

Summary

Professional with strong expertise in member services, prepared to deliver impactful results. Skilled in building relationships, problem-solving, and ensuring member satisfaction. Adept at team collaboration and adapting to changing needs. Strong communication, organizational, and conflict resolution abilities, consistently driving successful outcomes.

Overview

32
32
years of professional experience
1
1
Certification

Work History

Member Specialist

Sams Club
11.2022 - Current
  • Responsible for handling cash,
  • Greeting customers
  • Help with Annual inventory
  • Wrapping bakery items
  • Cover leads breaks
  • Help with tobacco inventory and sales,
  • Review receipt for accuracy
  • Encourage customers to upgrade membership and or credit card sales
  • Handled Hazmat
  • Helped with returns

Mortgage Loan Funder

Academy Mortgage Corporation
04.2016 - 08.2022
  • Sent initial cds
  • Enhanced loan funding efficiency by streamlining documentation and verification processes.
  • Consistently demonstrated proficiency in various industry-specific software programs, allowing for efficient file management and loan document preparation.
  • Sent out post cd
  • Worked with Title/Escrow to gather final documents needed for loans to close
  • Ensured regulatory compliance by diligently reviewing loan documents for accuracy and completeness.
  • Established strong rapport with external partners such as real estate agents and escrow officers, fostering long-term professional relationships beneficial to all parties involved.
  • Maintained a high level of accuracy in funding calculations, reducing discrepancies and potential disputes.
  • Promoted teamwork within the department by sharing best practices, knowledge, and expertise with colleagues.

Mortgage Loan Funder

Resource Lenders, Inc.
06.2008 - 02.2014
  • Ordering and retrieving of 4506T form IRS
  • Mailed Notes to the bank on the loans
  • Communication with banks on wires and loans to keep them informed of status
  • Ensured regulatory compliance by diligently reviewing loan documents for accuracy and completeness.
  • Prevented potential losses for the company by detecting fraudulent activities during file reviews prior to funding approval.
  • Established strong rapport with external partners such as real estate agents and escrow officers, fostering long-term professional relationships beneficial to all parties involved.
  • Maintained a high level of accuracy in funding calculations, reducing discrepancies and potential disputes.
  • Consistently demonstrated proficiency in various industry-specific software programs, allowing for efficient file management and loan document preparation.
  • Promoted teamwork within the department by sharing best practices, knowledge, and expertise with colleagues.
  • Enhanced loan funding efficiency by streamlining documentation and verification processes.

Office Manager and Administrative Assistant

Cobblestone Enterprises, Inc.
01.2001 - 01.2008
  • Working with two to three real estate appraisers, coordinating their daily routines
  • Filing reports, setting appointments and general route planning
  • Responsible for billing, accounts receivable and payable duties
  • Interfaced with the lending companies on report status
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
  • Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.

Special Events Coordinator

Fresno Association of Realtors
01.1995 - 10.2000
  • Put together golf tournaments, luncheons, bowling tournaments and continuing education programs
  • Recorded the minutes of meetings, worked with customers who are Realtors and MLS members
  • General filing and data work
  • Staffed events by maintaining roster of available personnel and reliable service providers.
  • Collaborated with vendors and suppliers to ensure seamless delivery of exceptional event services.
  • Negotiated favorable agreements with vendors and facilities to keep costs low and fulfill contract budget requirements.

Bank Teller

Wells Fargo Bank
01.1993 - 01.1996
  • Worked with the customers on their deposits, loan payments and account balances
  • Maintained and balanced a cash drawer daily
  • Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
  • Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
  • Processed customer transactions promptly, minimizing wait times.

Education

AS Degree -

Heald College
01.1994

High School -

Madera High School
01.1991

Skills

  • Exceptional communication
  • Data entry proficiency
  • Client Retention Strategies
  • Cross-selling abilities
  • Strong interpersonal skills
  • Customer Service
  • Banking operations support
  • Database Maintenance

Certification

Notary Commission# 2494033

Expires July 8, 2028

Timeline

Member Specialist

Sams Club
11.2022 - Current

Mortgage Loan Funder

Academy Mortgage Corporation
04.2016 - 08.2022

Mortgage Loan Funder

Resource Lenders, Inc.
06.2008 - 02.2014

Office Manager and Administrative Assistant

Cobblestone Enterprises, Inc.
01.2001 - 01.2008

Special Events Coordinator

Fresno Association of Realtors
01.1995 - 10.2000

Bank Teller

Wells Fargo Bank
01.1993 - 01.1996

High School -

Madera High School

AS Degree -

Heald College

Similar Profiles

CREATE PROFILE
Kelli Leech